TAMPA, FL
Allocation by class
Portfolio Concentration
Top 3 weight
24.3%
Top 10 weight
44.9%
Voting Authority Distribution
Total shares with voting rights: 2.61M
Full voting authority
2.61M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 470.39K | SH | $23.80M 11.71% | 470.39K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 76.98K | SH | $13.18M 6.48% | 76.98K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 31.42K | SH | $12.34M 6.07% | 31.42K | 0.00 | 0.00 |
LINCOLN ELEC HLDGS INC COMSOLE | Stock | 46.77K | SH | $8.50M 4.18% | 46.77K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 ETFSOLE | ETF | 30.70K | SH | $7.21M 3.55% | 30.70K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | Stock | 38.20K | SH | $5.69M 2.80% | 38.20K | 0.00 | 0.00 |
ISHARES RUSSELL MIDCAP ETFSOLE | ETF | 78.34K | SH | $5.43M 2.67% | 78.34K | 0.00 | 0.00 |
WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDSOLE | ETF | 140.21K | SH | $5.26M 2.58% | 140.21K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 55.49K | SH | $5.23M 2.57% | 55.49K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 10.96K | SH | $4.69M 2.31% | 10.96K | 0.00 | 0.00 |
ISHARES COHEN & STEERS REIT ETFSOLE | ETF | 93.15K | SH | $4.67M 2.30% | 93.15K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 14.25K | SH | $4.50M 2.21% | 14.25K | 0.00 | 0.00 |
SCHWAB U.S. SMALL-CAP ETFSOLE | ETF | 102.89K | SH | $4.26M 2.10% | 102.89K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 21.64K | SH | $3.37M 1.66% | 21.64K | 0.00 | 0.00 |
MCDONALDS CORP COMSOLE | Stock | 12.43K | SH | $3.27M 1.61% | 12.43K | 0.00 | 0.00 |
ABBOTT LABS COMSOLE | Stock | 31.99K | SH | $3.10M 1.52% | 31.99K | 0.00 | 0.00 |
BLACKSTONE INC COMSOLE | Stock | 28.18K | SH | $3.02M 1.48% | 28.18K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 21.18K | SH | $2.77M 1.36% | 21.18K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INC COMSOLE | Stock | 11.02K | SH | $2.65M 1.30% | 11.02K | 0.00 | 0.00 |
CHEVRON CORP NEW COMSOLE | Stock | 14.32K | SH | $2.41M 1.19% | 14.32K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 15.41K | SH | $2.23M 1.10% | 15.41K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | Stock | 6.27K | SH | $1.90M 0.93% | 6.27K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 4.21K | SH | $1.83M 0.90% | 4.21K | 0.00 | 0.00 |
SCHWAB U.S. MID-CAP ETFSOLE | ETF | 25.51K | SH | $1.73M 0.85% | 25.51K | 0.00 | 0.00 |
MERCK & CO INC COMSOLE | Stock | 15.68K | SH | $1.61M 0.79% | 15.68K | 0.00 | 0.00 |